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Refund of Loan Principal Overpayment -- Where to Report on Form 5500
BenefitsLink Message Boards Link to more items from this source
Oct. 4, 2018
I'm working on a 2017 Form 5500 for a plan and have a small issue. One participant got a refund of $50 loan principal overpayment in 2017 for a 2016 loan. How do I report the refund? As a benefit payment?

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